Tech··11 min
Anthropic Passed OpenAI on Revenue. Coding Agents Are Why.
Anthropic says its run-rate revenue crossed $47 billion in May 2026. OpenAI is somewhere around $25 to $30 billion with roughly 900 million weekly users. The company with fewer users is making more money, and the reason is that a coding agent bills like a utility while a chatbot bills like Spotify.
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